Stake
YourStake is a Public Benefit Corporation founded in 2019 that provides AI-powered software solutions for financial advisors to deliver personalized, values-based investing experiences. Their platform includes AdvisorCore, a suite of AI assistants that streamline client meeting preparation, document processing, and portfolio analytics, and ValuesCore, which offers values-based investment solutions and impact reporting. YourStake differentiates itself by focusing on transparent, customizable data rather than generic ESG scores, enabling advisors to align portfolios with client values effectively. The company has established partnerships with major financial firms and has won awards for AI innovation, serving a growing market of financial advisors seeking to integrate values-based investing into their practices.
Stake
YourStake is a Public Benefit Corporation founded in 2019 that provides AI-powered software solutions for financial advisors to deliver personalized, values-based investing experiences. Their platform includes AdvisorCore, a suite of AI assistants that streamline client meeting preparation, document processing, and portfolio analytics, and ValuesCore, which offers values-based investment solutions and impact reporting. YourStake differentiates itself by focusing on transparent, customizable data rather than generic ESG scores, enabling advisors to align portfolios with client values effectively. The company has established partnerships with major financial firms and has won awards for AI innovation, serving a growing market of financial advisors seeking to integrate values-based investing into their practices.